Highly numerate and analytical, you’ll have the ability to assimilate complex data and devise effective solutions for clients.
You’ll assist in the creation of client financial plans and enjoy offering technical solutions alongside the Planner. Ideally you will be comfortable liaising with clients, who you will help with detailed and sometimes life changing financial plans.
The main responsibilities for this role require you to assist in the preparation of client reviews which will include full product research, liaison with product providers and third parties on any technical queries, obtain relevant quotations and documentation when required.
This role would suit a diligent individual who has previous paraplanning experience. You will be dynamic and flexible in your approach to work and you will ideally be qualified to level 4 minimum.
Competitive salary, commensurate with experience
AF7/AF3/G60 qualification would be an advantage.
Benefits include discretionary bonus scheme, revision and study support, pension scheme, death in service scheme, access to childcare voucher scheme, 24 days holiday including Christmas shutdown.
Equally importantly you will be part of a growing, innovative, friendly, positive and passionate team of people.
The team develop life changing financial plans for business owners and professionals in South Manchester.
- Client Services
- report writing